Discounts & Surcharges
In this section, you can manage discounts and surcharges that can be used in payables and receivables.
Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.
Use the filters on the left to narrow down your search.
Click the Add button to add a discount or surcharge. For details, see the Add discount or surcharge guide.
Click on a discount or surcharge to open its page. Click the
icon to open it in edit mode.To find out how to add a localized value, see the Add localized values guide.
To delete a discount or surcharge, click the
icon next to it.Select one or several checkboxes in the left-hand column and click the
icon in the header to open a dropdown menu of available actions:Select or deselect all discounts or surcharges.
Activate or deactivate the selected discount or surcharge.
Mark or unmark the selected discount or surcharge as preferred.